MATHESON & ROCK WEALTH MANAGEMENT, LLC

DAVENPORT, Iowa·5 registered advisors·CRD# 289603
SEC# 801-1148670800-682-3937
01

Firm Overview

AUM
$386M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Other: % OF PLAN ASSETS
03

Specialties

Investment Management
04

Advisors at MATHESON & ROCK WEALTH MANAGEMENT, LLC

5 registered advisors
Dean Allen Rock
DAVENPORT, Iowa
John David Rock
DAVENPORT, Iowa
Judy Ann Delvecchio
DAVENPORT, Iowa
Kerry John Beyer
DAVENPORT, Iowa
Michael Allen Matheson
DAVENPORT, Iowa
05

Office Locations

DAVENPORT, Iowa
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MATHESON & ROCK WEALTH MANAGEMENT, LLC (CRD# 289603) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.